Special Projects for Tax Pros

The Office of Professional Responsibility (OPR) has exclusive oversight for practitioner conduct and discipline. The OPR's activities includes instituting disciplinary proceedings and pursuing sanctions where appropriate by applying the standards set forth in Circular 230, Regulations Governing Practice before the Internal Revenue Service. The office also conducts extensive education and outreach to practitioners and other tax professionals.

 

This AI chat agent has been specially-trained with all the official regulations covered by Cir 230, along with interpretations and case law.  Users can hold a conversation with this specialist agent and get help answering their Cir 230 questions.  

These final and temporary regulations provide updated guidance regarding the disclosure and use of tax return information by tax return preparers without taxpayer consent. 

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These regulations also include specific restrictions and prohibitions applicable to the expanded uses and disclosures that are designed to appropriately balance taxpayer rights provided by section 7216 and its regulations without compromising those rights.

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These regulations are complex, and this specialized AI chat agent can respond in conversation to questions posed in natural language, making the navigation of this material more focsed and productive.

Protecting taxpayer data is good business. Data security can protect your business as well as your clients. A theft may also mean a loss of reputation, a loss of clients or a loss of money.

 

 This guide seeks to help tax professionals to: *understand basic security steps and how to take them;

*recognize the signs of data theft and how to report data theft;

*respond and recover from a data loss;

*understand and comply with the FTC Safeguards Rule.   

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This AI chat agent has been specially-trained with all the official documentation described in 4557, along with interpretations and best practices.  Users can hold a conversation with this specialist agent and get help answering their 4557 questions.  

Use Form 2848 to authorize an individual to represent you before the IRS. The individual you authorize must be a person eligible to practice before the IRS.

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You may authorize a student who works in a qualified Low Income Taxpayer Clinic (LITC) or Student Tax Clinic Program (STCP) to represent you under a special appearance authorization issued by the Taxpayer Advocate Service.

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Your authorization of a qualifying representative will also allow that individual to receive and inspect your confidential tax information.

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You can file Form 2848, Power of Attorney and Declaration of Representative, if the IRS begins a Foreign Bank and Financial Accounts (FBAR) examination as a result of an income tax examination.  Please see Representation for FBAR Issues section of Report of Foreign Bank and Financial Accounts (FBAR) for more information.

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This AI specialist will converse with you, and has full knowledge of Form 2848's instructions.

This NIST Interagency Report (NISTIR) provides guidance on how small businesses can provide basic security for their information, systems, and networks.
This NISTIR uses the Framework for Improving Critical Infrastructure Cybersecurity [CSF14] as a template for organizing cybersecurity risk management processes and procedures. Although the Cybersecurity Framework, created through collaboration between government and the private sector, was originally developed specifically for critical infrastructure organizations, it has proven useful to a variety of audiences and is used in this publication to organize information and cybersecurity best practices in an accepted and logical format.

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Users can have a conversation with this chat agent, and benefit from the authoritative recommendations from NIST in this area.  

NOT QUITE READY FOR DEMO - SECURITY FEATURES TO BE APPLIED AND VERIFIED

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Imagine you had a challenging new tax representation case to manage, with tons of new data to digest.  But, as part of your team was a sharp new tax law intern who has focused all of their attention and training on the documentation associated with just this new case.  Think how efficient that intern would be.  They do the background research, they prepare data, You pull it all together with a strategy and solution.  That's what this new Case Intern AI Specialist is.  It has digested all of the case documents, and can hold a conversation with you, allowing you to ask questions, even complex questions, and providing vetted answers and references. 

Imagine you had a new Intern for each project to keep things organized.  The interns don't take breaks, never need a drink of water, and always immediately respond with details about this case, even months or years later. 

Drive this demo around the block, see what you think.